University of Illinois at Urbana-Champaign University of Illinois Sesquicentennial College of ACES
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Financial Planning

Students in this concentration study finance and economics as they apply to individuals, households, and small businesses in the course of accumulating and using financial resources.

Students are introduced to issues of credit management, insurance and other risk management strategies, saving and investing, retirement planning, and estate planning.

  • Nationally prominent companies in this area seeking both interns and well-trained graduates include State Farm Insurance, Prudential Financial Companies, Northwestern Mutual Financial Network, and Ameriprise Financial.
  • Students find jobs as a Certified Financial Planner™, insurance agent, broker, claims agent, underwriter, personal or commercial banker, investment advisor, credit counselor, or consumer investigator.
  • Internships held during the college years can be important stepping-stones towards a career in the financial planning sector.
  • All students who graduate with a degree in Financial Planning from the University of Illinois' Department of Agricultural and Consumer Economics are eligible to sit for the national CFP™ exam administered by the Certified Financial Planner Board of Standards, Inc.
  • Specific courses required include Intro to Insurance (FIN 230), Personal Financial Planning (240), Tax Policy and Financial Planning (346) and Financial Planning for Professionals (440).

See current requirements

For more information about the Financial Planning Program, please contact:
Caroline Helton, Academic Advisor
304b Mumford Hall
1301 W. Gregory
Urbana Illinois 61801
(217) 300-4825

Career Opportunity Spotlight

Financial Planner, GCG Financial

Nicole Weber

For agricultural and consumer economics graduate Nicole Weber, goal setting is the most enjoyable part of her job as a financial planner. 

“While everyone’s situation is different, one commonality we see is an increase in personal confidence as we work to develop a game plan,” Nicole says. “While major life events—both positive and negative—are inevitable along the way, it is so rewarding to help a client get to the finish line.”

Knowing how to effectively set goals is just one skill Nicole finds to be a key to her professional success. Both analytical and personal skills are vital as well. Nicole believes the University of Illinois paved her path to career success.

“U of I gave me great baseline knowledge about financial planning,” Nicole says. “One of the biggest takeaways from my classes was the importance of starting to save at a young age.”

While Nicole attended U of I, she was involved in extracurricular activities ranging from Greek life to multiple internships to studying abroad in Spain. It is opportunities like these that make the U of I stand out to Nicole as a top-notch university.

“I love how U of I is a big campus with so many opportunities, yet feels small once you get involved,” Nicole says. “I’ve made not only professional connections but also lifelong friends through my experiences at U of I. As well, I loved the opportunity to study a variety of items of interest instead of solely my major. Study abroad was a life-changing opportunity for me, and I know I wouldn’t be the person I am today without it.”

ACE Opportunities

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